| DOC |
Report |
FFO as Adjusted per share (Q2 2026) |
BEAT |
pred ~$0.43 vs. cons $0.395 |
MEDIUM |
| DOC |
Report |
Senior Housing SS NOI Growth (Q2 2026) |
BEAT |
pred ~+20-22% vs. cons +17.0% |
MEDIUM |
| DOC |
Report |
Lab SS NOI Growth (Q2 2026) |
IN-LINE |
pred ~-6 to -7% vs. cons -5.7% |
MEDIUM |
| DOC |
Guide |
FFO as Adjusted FY 2026 (FY) |
BETTER |
guide ~$1.72-$1.76 mid vs. cons $1.570 (Adj) / $1.755 (Core) |
MEDIUM |
| DOC |
Guide |
Senior Housing SS NOI FY 2026 (FY) |
BETTER |
guide ~+12-16% vs. cons +14.4% |
MEDIUM |
| DOC |
Guide |
Lab SS NOI FY 2026 (FY) |
UNCHANGED |
guide -5% to -8% (tighten) vs. cons -4.9% |
MEDIUM |
| DOC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.3% |
— |
MEDIUM |
| DOC |
Return |
5-day cumulative residual |
-4.0% (FADE) |
FADE - beat-and-raise is mechanical (FY raise = Q2 beat flowing through), lab recovery remains a 2027 story, +11% pre-earnings run already priced in peer read-throughs and short covering |
MEDIUM |